10/31/2013
With our global network of offices and a regional approach to investment management, we believe in the power of an international perspective in an effort to ensure our clients and advisors have continual access to the voice of our investment managers.
10/30/2013
With bonus reviews now high on the agenda, eFinancialCareers polled over 4,500 financial professionals across seven markets to understand their bonus expectations.
10/30/2013
We are honored by these awards, which reflect Northern Trust's deep commitment to innovation in how we serve our clients
10/29/2013
Investment Bank income was down 7%
10/29/2013
Morgan Stanley Said to Take Stake in Japanese wealth-management business
New York-based Morgan Stanley will provide research and investment products when the partnership takes effect in January, the person said. Terms of the agreement weren’t immediately available.
10/28/2013
Lower Client Activity Weighs on UBS Americas Wealth Business
UBS’s third-quarter adjusted¹ profit before tax of CHF 484 million achieved in a challenging environment
10/23/2013
Five long-time members of Scarborough Capital Management paid founder Mike Scarborough more than $10 million to buy the 24-year-old firm with $7 million in annual revenue.
10/23/2013
Data from Findawealthmanager.com revealed that while private clients were feeling negative about the rise of house prices compared to wage growth
10/23/2013
It’s not uncommon for good advisors to get fired, as compliance departments become more vigilant. But there is life after termination.
10/23/2013
Analysis by Aite Group has pointed to a growing desire by Switzerland based wealth managers to reconnect with US clients
10/22/2013
Investors across all wealth segments reported higher levels of satisfaction with their advisors
10/22/2013
Results this quarter were lifted by a beneficial tax rate
10/22/2013
The looming extinction of the Asian elephant population seems to be unheard of in the U.S.
10/21/2013
There were more than 80 nominees in all, and it was an extraordinary privilege for our committee to winnow the list of deserving nominees down to just a handful of Awards recipients.
10/20/2013
In some countries where commissions have been banned, advisors are struggling to be profitable, while others are simply exiting the business
10/18/2013
As equity markets hit all-time highs again, investors haven’t forgotten the 2008 market meltdown that resulted in a 40 percent loss.
10/17/2013
Morgan Stanley, which has made a bigger bet on wealth management than any other major U.S. investment or commercial bank
10/17/2013
The new brand reflects the company's significant and on-going commitment to the business
10/16/2013
Swiss Private Bank To Close Over IRS Investigation
The bank is one of 14 under investigation for allegedly helping Americans evade taxes.
10/16/2013
Raymond James recently recruited the firm Provenance Wealth Advisors consisting of 10 advisors and 14 registered associates